Overview
Assets Under Management: $236 million
Headquarters: GAITHERSBURG, MD
High-Net-Worth Clients: 69
Average Client Assets: $3.4 million
Frequently Asked Questions
THE CONNEMARA GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281262), THE CONNEMARA GROUP, LLC is subject to fiduciary duty under federal law.
THE CONNEMARA GROUP, LLC is headquartered in GAITHERSBURG, MD.
THE CONNEMARA GROUP, LLC serves 69 high-net-worth clients according to their SEC filing dated March 14, 2023. View client details ↓
According to their SEC Form ADV, THE CONNEMARA GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
THE CONNEMARA GROUP, LLC manages $236 million in client assets according to their SEC filing dated March 14, 2023.
According to their SEC Form ADV, THE CONNEMARA GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $3.4 million
Total Client Accounts: 313
Discretionary Accounts: 313
Regulatory Filings
CRD Number: 281262
Filing ID: 1730680
Last Filing Date: 2023-03-14 10:40:00